u/Adgorn_

Report on Indian BESS tariffs

The report by JMK Research and Analytics and the Institute for Energy Economics and Financial Analysis (IEEFA) discusses the Indian BESS industry and particularly the viability of current tariff schemes (tariffs here mean fixed payments auctioned for energy storage developers, not the Trump kind). Of particular note are pages 17-18, which anticipate a diversification of storage technologies in the future, and isolate VRFBs as a prominent example. The same pages also discuss the push for increased domestic manufacturing. This is of course relevant to Invinity through their strategic partnership with Atri Energy Transition. You can read a summary of the report in this ESS News article:

https://www.ess-news.com/2026/05/19/india-awards-10-4-gw-of-standalone-bess-capacity-in-2025-but-tariff-viability-remains-a-concern/

Right now, Indian storage tenders are quite short-sighted, with heavy penalties for AC-AC RTE lower than 85% (which essentially excludes any technology except LIBs), contract tenures no longer than 20 years (and usually no longer than 15), and storage durations capped at 4 hours. Hopefully we will see more flexible and LDES-focused tenders coming in the near future.

The LDES Council is also pushing for increased attention to longer durations, as evident by the white paper they released last month in cooporation with various Indian stakeholders.^(1) In July and August of last year, the Council also signed MoUs with the National Solar Energy Federation of India^(2) and The Energy and Resources Institute^(3) to advance LDES deployment.

[1] https://ldescouncil.com/wp-content/uploads/2026/04/LDES-India-Policy-Paper_April-10-final.pdf

[2] https://ldescouncil.com/ldes-council-and-nsefi-partner-to-advance-long-duration-energy-storage-ldes-for-indias-clean-energy-transition-2/

[3] https://www.linkedin.com/posts/teriin_terienvisions-activity-7353042748075106305-IFZn/

ieefa.org
u/Adgorn_ — 2 days ago

Miscellaneous news

Reposted from the old sub for archiving purposes.

A collection interesting developments that I came across recently.

Matt Harper Joins the LDES Council's Board of Directors

Matt Harper, Invinity's president, has announced on his Linkedin page his addition to the LDES Council Board of Directors for the 2026-27 term.^(1) The LDES council is a global nonprofit industry group focused on accelerating the deployment of long-duration energy storage. It has wide industry outreach, with Anchor Members including Google, Microsoft, Amazon, Exxonmobil, Shell, and more.^(2) I imagine this will be quite helpful for Invinity's exposure and ability to attract news investments and commercial opportunities.

LFP Cell Prices Increase Significantly in 2026

ESS News reported in April that the prices of 314 Ah LFP Cells (the type predominantly used in energy storage) have increased more than 20% in six months.^(3) This is a result of the increased prices of raw materials like lithium and copper as well as demand catching up to a market that was severely oversupplied in 2025.

April also saw China lowering its tax rebates on battery product exports from 9% to 6%, with the plan to scrap the rebates entirely in Jan 1 2027.^(4) This will directly translate to further price increases outside of China. Note that these rebate cancellations do not apply to vanadium electrolyte, which is classified as a chemical mixture and enjoys a 13% tax rebate.^(5) It also probably doesn't apply to the balance-of-system components that Invinity outsourced to Baojia (pumps, tanks, piping, fans, etc.)

UK Government Releases the 2026 Ofgem Policy Review

The final report was uploaded by DESNZ on 22 Apr.^(6) Of particular note is page 52, which outlines the following commitment:

>Over the next 12 months, Ofgem will work with government, the National Wealth Fund and GB Energy to ensure regulation and the full range of government levers, subject to spending review decisions, support new entrants into the market and maximise economic opportunity.

The National Wealth Fund holds a 19.11% stake in Invinity, and this confirms direct, commited collaboration between it and Ofgem for the specific purposes of supporting companies like Invinity. I find this very reassuring, both for the anticipated Cap and Floor results and as a general indication of regulatory support.

Sources

[1] https://www.linkedin.com/feed/update/urn:li:activity:7457452879285501952/

[2] https://ldescouncil.com/members/

[3] https://www.ess-news.com/2026/04/22/chinas-314-ah-storage-cell-prices-climb-more-than-20-in-six-months/

[4] https://www.ess-news.com/2026/01/09/battery-export-costs-set-to-rise-as-china-cuts-vat-rebates/

[5] https://www.i5a6.com/hscode/detail/3824999999

[6] https://assets.publishing.service.gov.uk/media/69e8e2ce08ecdb5c6f34ae22/ofgem-review-2026-final-report.pdf

u/Adgorn_ — 5 days ago